Responsibilities:

• Preparing, processing and completing all documents for onboarding new clients and opening account for all relevant investment products as well as all the administrative work.
• Respond to all client enquiries and provide resolution to most issues and requests.
• Assisting RM on executing clients' orders covering both banking and investment transactions.
• Building and maintaining strong relationships with RM and clients by delivering exceptional services.
• Collaborating with other departments to ensure seamless delivery of services to clients.
• Mentoring, motivating and guiding team members both within and outside own team, including assisting them in identifying potential errors, addressing challenges, and finding solutions.
• Always ensuring the compliance with internal and external regulations and policies.

Job Qualification

• Background in Finance, Economics, or related fields.
• Possessing relevant licenses, such as the IC license, is advantageous, or the ability to obtain one within a reasonable timeframe is required.
• Demonstrates excellent communication and interpersonal skills, with a strong team-oriented mindset.
• Must be detail-oriented, well-organized, a fast learner, ambitious, energetic, and proactive.
• Capable of effectively managing workloads and delivering work under time constraints and pressure.
• Proficiency in PC and Microsoft applications (Word, Excel, and PowerPoint) is necessary.